- Hedge Funds
- Investment Partnerships
- Management Companies
- Private Equity Funds
- Funds of Funds
- Real Estate
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- Northeastern University: BS, Business Administration (Accounting & Finance concentrations); MS, Taxation
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
Clayton Ward, III is a Senior Tax Manager with over 10 years of experience providing tax compliance and consulting services to clients in the financial services industry. Clayton has provides services to a broad range of hedge funds, private equity funds, funds of funds, real estate partnerships, family partnerships, and mutual funds.
Prior to joining the firm, Clayton was with a Big 4 accounting firm in their Financial Services Hedge Fund Group where he managed teams who provided tax compliance services to large hedge funds and funds of funds. These services ranged from preparing federal and state tax returns to tax planning and research. He actively participated in training courses as an instructor to staff and senior consultants in the U.S. and in India offices. His career also includes assignments with other private industry firms.